Accredited Investors’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $214K | Hold |
2,326
| – | – | 0.01% | 228 |
|
|
2025
Q1 | $214K | Buy |
+2,326
| New | +$214K | 0.01% | 223 |
|
|
2024
Q3 | – | Sell |
-3,121
| Closed | -$242K | – | 245 |
|
|
2024
Q2 | $242K | Sell |
3,121
-237
| -7% | -$18.4K | 0.02% | 187 |
|
|
2024
Q1 | $241K | Buy |
3,358
+237
| +8% | +$17K | 0.02% | 185 |
|
|
2023
Q4 | $219K | Hold |
3,121
| – | – | 0.02% | 183 |
|
|
2023
Q3 | $202K | Hold |
3,121
| – | – | 0.02% | 181 |
|
|
2023
Q2 | $219K | Sell |
3,121
-3,635
| -54% | -$255K | 0.02% | 181 |
|
|
2023
Q1 | $470K | Hold |
6,756
| – | – | 0.04% | 115 |
|
|
2022
Q4 | $482K | Buy |
+6,756
| New | +$482K | 0.04% | 103 |
|